Management
David Alexander heads up AAG, a leading UK wealth management company based in Mayfair, London. Alexander began his career as a financial advisor in 1988, rapidly earning a reputation for sound and innovative financial advice while representing CitiBank, amongst others.
His impressive performance soon drew attention of J Rothschild Assurance who provided the backing necessary for Alexander to launch AAG in 1995 at the age of 29. Since that time, David Alexander has expanded the original company into a group of six related operations known as Alexander Associates Group. (AAG)
In the last 18 years AAG has grown to be a market leader in the field of financial and legal advisory services, creating a comprehensive wealth management company. It's significant client base of high net worth individuals now include famous names from big business to show business in equal measure.
Alexander was elected a Fellow of the Royal Society of Arts, Manufacturers and Commerce (FRSA) in 1996. He has also received numerous awards in recognition of his success, presented by such notable individuals as Bill Clinton, Sebastian Coe OBE, Michael Heseltine, Christopher Reeve, Lord Rothschild and Sir Mark Weinberg.
Married with two children, Alexander enjoys all sports and has successfully completed the London Marathon and several triathlons, supporting many charities in the process. David is a patron of the Elephant Family charity, alongside Sir Evelyn de Rothschild, Goldie Hawn and Sarah, Duchess of York .
He also has a keen interest in politics and world economics.
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Originally from New York, Richard Balaes, managing director of AAG Corporate Services, has spent over 20 years of his career working for major banks including Citigroup and Morgan Stanley both in London and New York. As a specialist in managing employee share plans, Balaes has successfully introduced and managed complex schemes throughout the UK, Europe and the US. In addition, he has also had an active role as Trustee Director for the Citigroup UK Pension Plan for over 4000 members.
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| Richard Balaes Telephone : 0207 016 67 33 |
The AAG Wealth Management team has over 100 years of market knowledge and financial expertise in accountancy, economics and business. AAG offers clients innovative solutions to today’s complex monetary and investment needs.
AAG’s Wealth Management team is highly qualified and the individuals within complement each other in their varying areas of expertise, dealing with both individuals and corporates.
AAG manages the personal wealth of high net worth individuals, many of whom are senior directors of FTSE 100 companies.
Your contacts for wealth management enquiries:
 Richard Broughton Telephone : 0207 016 67 50 |
Kalp Shah Telephone : 0207 016 67 42 |
 Lynsey Sykes-Davis Telephone: 0207 016 67 55 |
 Robert Shihata Telephone: 0207 016 67 58 |
 Ross Stonard Telephone: 0207 016 67 30 |
 Peter Gale Telephone: 0207 016 67 52 |
 Steven Bevan Telephone: 0207 016 67 45 |
 Simon Neville Telephone: 0207 016 67 36 |
Working closely alongside the Wealth Managers, our analysts provide detailed analysis on existing portfolios and help formulate bespoke solutions that, not only take into consideration the needs and risk profiles of clients, but the influencing market conditions as well.
As is embedded throughout our services, AAG's on-going relationships with clients means portfolios are continuously monitored, ensuring an individual's investments and their objectives are constantly aligned.
 Senior Analyst - Oliver Tunnicliffe Telephone: 0207 016 67 32 |
The AAG brokerage team boasts 60 years of expert knowledge and experience of the corporate property sector. The management team previously held senior positions in major organisations as well as specialist brokers before launching AAG's commercial financing division in 2002.
Since this time the division has gone from strength to strength, supported by AAG's success in arranging funding packages for large scale residential and commercial development projects for existing and new clients.
AAG is now lending circa £150,000,000 per annum on Investment, Development and Owner Occupied property deals, both in the UK and Europe. The AAG commercial finance team have developed valuable working relationships with over 75 different lending institutions, mezzanine finance and private equity companies and are in an incredibly strong position to drive all types of lending through, with exceptionally favourable terms for AAG's clients.
Your contacts for commercial finance enquiries:
 Richard Bradley Telephone : 0207 016 67 53 |
 Adam Jeaffreson Telephone : 0207 016 67 53 |
The Residential Financing team at AAG have long been recognised for securing the most competitive loans. This long-standing team has been established for over 10 years, with proven experience in arranging residential mortgages up to £20 million. The Management team for AAG residential mortgages have over 30 years of experience collectively having worked for major names in building societies, private banking and brokerage.
Your contacts for residential finance enquiries:
 Jolyon Davis Telephone : 0207 016 67 53 |
AAG offers a comprehensive range of foreign exchange and international payment services to both corporate and private clients. In the turbulent world of foreign exchange, it is important to make sure you get best service, rate and execution.
Your contacts for Foreign Exchange Services enquiries:
 Tom Hampton 0207 016 67 38 |
AAG Legal Services are a market leader in the provision of specialist Private and Corporate legal services. Our expertise (expert advice and structured legal services for high net worth individuals) is compounded by our attention to detail, timely and efficient service levels and exceptional standards of confidentiality and security. We offer exclusive services whereby all clients are treated as individuals and all legal solutions are tailor made.
Your contacts for Legal Services enquiries:
 Lesley Morgan 0207 016 67 44 |
AAG Corporate Services works with companies and their executive teams by providing a bespoke solution to financial education in the work place. In the current economic climate, sound fiscal advice is a valuable service to any employee.
Your contact for corporate services enquiries:
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| Ashfaq Adams Telephone : 0207 016 67 57 |
